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CIK: 0001696715
Total reported value
$3.5B
$3.5B
752 檔
9.8%
In Q1 2025, Level Four Advisory Services, LLC's U.S. equity holdings reached a combined market value of $3.5B, distributed across 752 disclosed stock positions.
In Q1 2025, Level Four Advisory Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 752 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.62% | — | -0.40% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-Large Cap & Growth | 3.03% | +0.26% | +5.19% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.26% | -3.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.05% | +4.93% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.01% | -1.55% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.31% | -0.15% | +0.48% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.27% | -0.06% | +5.73% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.18% | -0.11% | +18.32% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.08% | -3.31% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.15% | -0.06% | +9.17% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.02% | +1.74% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.12% | -0.16% | |
| 13 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.07% | -0.13% | +0.09% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.01% | +4.30% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.01% | -12.07% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.08% | +2.43% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.02% | +2.43% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.17% | +18.53% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.83% | -0.01% | +1.04% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.10% | -7.26% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.79% | -0.06% | +4.58% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.07% | +4.98% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.13% | -0.32% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -0.31% | +5.13% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.15% | -0.31% | |
| 26 | DSTL | Distillate US Fundamental St | ETF-Other | 0.61% | -0.04% | +3.74% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.04% | +0.39% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.05% | +7.89% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.03% | -4.07% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.57% | -0.03% | +21.56% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.55% | -0.05% | +5.08% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.51% | +0.04% | -6.16% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.49% | +0.05% | +16.05% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.01% | -16.64% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.49% | -0.05% | +2.99% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.04% | -1.63% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | — | +3.66% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.06% | +6.12% | |
| 39 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.45% | -0.01% | +5.94% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | +0.06% | +0.72% | |
| 41 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.44% | -0.03% | — | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | -0.03% | -1.88% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.42% | -0.03% | +2.01% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.42% | -0.08% | +6.12% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.41% | -0.11% | +10.73% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | -3.41% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.41% | +0.01% | +50.68% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.39% | -0.06% | +1.14% | |
| 49 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.39% | -0.01% | +4.69% | |
| 50 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.39% | +0.03% | +4.23% |
According to official SEC Form 13F filings, Level Four Advisory Services, LLC reported a total U.S. public equity portfolio value of $3.5B across 752 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, LGRO, QQQ) accounted for 9.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $112.3M
During Q1 2025, Level Four Advisory Services, LLC's top holdings by market value included AAPL (4.6%)、LGRO (3.0%)、QQQ (2.5%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q1 2025, Level Four Advisory Services, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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